Advisor Perspectives
Each hedge fund has its own “secret sauce” when it comes to investing, but what if you could get the inside track on what your favorite managers are thinking? Read what top managers are writing about their investment strategies here. You’ll find a wide range of opinions about the best ways to invest from leading managers from around the globe. Top managers are also weighing in on macro conditions, providing their insight and wisdom into how the world is affecting the U.S. and global markets. See opinions from Spruce Point, Kerrisdale Capital, John Huber, Praetorian Capital, KKR, Hawk Ridge, and more. Get up to date with all the latest hedge fund strategies and insights here.
The Impact of Rebalancing on Risk, Returns and Recovery
The Importance of Fuzziness in Investing
Is the Bond Market as Disconnected from Reality as the Stock Market?
Long-Term Investors Now Hold Sway Over ESG
Wells Fargo and Dimensional Show Big ETF Holdouts Are Buckling
Value Briefs
Gundlach – Trump will Defeat Biden; Avoid the Bond Market
The Best and the Brightest Fail at Investment Management
Robinhood Blows Past Rivals in Record Retail Trading Year
Addressing the Failure of the Value Factor
Stocks for the Long Run? A Handful of Businesses Account for Much of Equity Market Returns
Academically Verified Investment Strategies that Failed
States Pull Back on Pension Payments as Virus Ravages Revenue
The Fallacy of CAPE as a Market Predictor
A Trillion Here, a Trillion There…and What it Means for Stock Market Leadership
BlackRock’s Fink Sold $24 Million of Stock as Insider Sales Rise
The Enduring Futility of the Endowment Model
If Buffett Were A Fund Manager
The Remarkable Accuracy of CAPE as a Predictor of Returns

